RIA

Realta Investment Advisors Portfolio holdings

AUM $253M
1-Year Est. Return 29.17%
This Quarter Est. Return
1 Year Est. Return
+29.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.36M
3
+$2.28M
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$2.21M
5
TSLA icon
Tesla
TSLA
+$1.7M

Top Sells

1
+$1.26M
2
+$890K
3
+$850K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$816K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$698K

Sector Composition

1 Technology 27.83%
2 Consumer Discretionary 8.37%
3 Financials 6.66%
4 Communication Services 6.11%
5 Industrials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$156K 0.06%
11,408
202
$154K 0.06%
+823
203
$140K 0.06%
18,652
-892
204
$138K 0.06%
5,540
+5,492
205
$138K 0.06%
1,764
-8,909
206
$138K 0.06%
+1,095
207
$137K 0.06%
7,462
+136
208
$136K 0.06%
13,550
209
$134K 0.05%
395
-99
210
$130K 0.05%
12,461
211
$124K 0.05%
+1,050
212
$124K 0.05%
1,384
-890
213
$124K 0.05%
+900
214
$119K 0.05%
1,850
+1,750
215
$108K 0.04%
+1,208
216
$107K 0.04%
2,630
+800
217
$105K 0.04%
587
+267
218
$104K 0.04%
798
+772
219
$103K 0.04%
2,739
-485
220
$102K 0.04%
784
+777
221
$95.7K 0.04%
12,180
+615
222
$89.5K 0.04%
840
-74
223
$89.3K 0.04%
15,247
224
$82.7K 0.03%
10,120
225
$82.2K 0.03%
+20,966
7 8
9
10 11